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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 4000 MACARTHUR BOULEVARD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $46,533 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,563 |
PINNACLE PLAN DESIGN, LLC3 years Service code 13 1985 E. RIVER ROAD, SUITE 111 · TUCSON, AZ 85718 | Contract Administrator | $12,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,382 | $58,888+191.0% | $178,499-4.0% | $73,493+133.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.37% | 24.86%-11.5pp | 151.10%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $11,566 | $2,236+417.2% | $5,011+130.8% | $2,270+409.5% |
| Participant deferral / active EE | $2,931 | $2,568+14.2% | $5,202-43.7% | $3,740-21.6% |
| Admin fee / account holder | $373 | $400-6.8% | $13,986-97.3% | $513-27.3% |